OMNIWEALTH Investments provides continuous investment management and project-based financial planning services to individuals, high-net-worth individuals, charitable organizations, and businesses. Founded in 2019 and based in Pennsylvania, OMNIWEALTH Investments builds customized investment portfolios based on each client's specific goals, risk tolerance, and tax situation, offering both discretionary and non-discretionary management. For financial planning, OMNIWEALTH Investments covers a wide range of topics including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. The firm has a standard account minimum of $500,000, though this may be reduced or waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual investment management fees may be negotiable at the discretion of OMNIWEALTH Investments.